Search results for: volatility
Mutual of Omaha Adds Managed Account Feature
Mutual of Omaha is offering employers a 401(k) managed account feature through an arrangement with PMFM Inc.
Ameriprise Financial Introduces Active Diversified Portfolios
Ameriprise Financial, Inc., introduced the Active Diversified Portfolios series, professionally managed portfolios designed to help individuals achieve risk-managed growth.
Franklin Templeton Launches Global Bond Portfolio
Franklin Templeton Investments introduced the Templeton Global Total Return Fund, a multi-sector global bond fund designed to capitalize on fixed-income opportunities around the world.
Investors with Advisers Opt for Tax-Managed Funds
Investors show concern about the tax on their fund returns, but many are not investing in tax-managed funds, according to a survey by Eaton Vance Corp.
Edward Jones, Raymond James Can Boast Most Satisfied Advisers
The J.D. Power and Associates 2008 Financial Advisor Satisfaction Survey found that a firm’s performance was the key driver of satisfaction among employee advisers.
micro scope
Best of Both Worlds
Once the province of large plans, "hybrid" cash balance now makes sense for micro plans
Market Conditions Lead Some Advisers to More Equities
Despite the volatility and uncertainty in the markets, 29% of financial intermediaries are investing more in equity funds while only 24% are investing less, according to research from...
Fidelity Adds Web Resource Center for Advisers
Fidelity Investments announced new multimedia features on its Web site.
Giving Clients a Safety Net
If clients have a safety net of one to five years of retirement income, they wouldn’t be worried in this environment, according to CNBC’s resident retirement expert.
Market Turmoil Sparks Putnam Fund Shuttering
Faced with extraordinary market volatility, the Board of Trustees closed the institutional Putnam Prime Money Market Fund, effective Wednesday at 5 p.m.
Latest PowerShares ETFs Offer Exposure to Commodities
Invesco PowerShares Capital Management has unveiled four new equity exchange-traded funds (ETFs) designed to provide access to companies involved in the agriculture, coal, gold and precious metals, and...
August Fund Flows Favor Money Market, Fixed Income
Market volatility so far in 2008 may have prompted many investors to flee equities but they apparently haven’t lost faith in mutual funds entirely, according to new data.
State Street Sued over Mortgage-Backed Investments
A Massachusetts plumbing and air conditioning supply company sued State Street over allegations it misrepresented a bond fund ultimately invested in mortgage-backed securities as a low-risk 401(k) investment...
Fidelity Says Participants Saving More
Fidelity says its participants are more inclined to save amid current market woes.
Advisers Concerned About Clients’ Retirement Preparedness
Think rising health care costs or the potential decreasing of Social Security benefits is the biggest threat to your client’s retirement security? You’re in the minority.
investment-oriented
A Calculated Risk
Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
UBS Unveils New Market Neutral Strategies
UBS Global Asset Management launched its US Fundamental Equity Market Neutral strategy - one of a relative few market neutral strategies based on fundamental analysis, rather than quantitative...
Prudential Adds Investment Choices for Variable Annuities
Prudential Annuities introduced three new turn-key asset allocation investment options for variable annuity clients.